BWAM

Boyd Watterson Asset Management Portfolio holdings

AUM $336M
1-Year Est. Return 22.64%
This Quarter Est. Return
1 Year Est. Return
+22.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$1.71M
3
+$1.46M
4
LOW icon
Lowe's Companies
LOW
+$1.44M
5
CSX icon
CSX Corp
CSX
+$1.42M

Top Sells

1
+$716K
2
+$405K
3
+$383K
4
CRM icon
Salesforce
CRM
+$363K
5
CVX icon
Chevron
CVX
+$358K

Sector Composition

1 Technology 17.64%
2 Healthcare 14.79%
3 Industrials 9.97%
4 Financials 8.2%
5 Consumer Discretionary 5.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-6,550
127
– –
-1,426
2 3 4 5
6